Investment Strategy
We seek to pick winning funds with superior management and quantitative characteristics linked to strong performance. Our quantitative research uses the most comprehensive mutual fund database in the world to determine the best strategies for long-term investing success. We then supplement those studies with extensive qualitative research of portfolio managers, analysts, and traders through onsite visits and follow-up phone calls.
 
About the Editor
Russel Kinnel is director of manager research for Morningstar, Inc. and editor of Morningstar FundInvestor, a monthly print newsletter for individual investors. He also writes the Fund Spy column for Morningstar.com, the company's investment Web site.

Since joining the company in 1994, Kinnel has covered the Fidelity, Janus, T. Rowe Price, and Vanguard mutual fund families. He helped develop the new Morningstar Rating for funds and the new Morningstar Style Box methodology. He also is co-author of the company's first book, The Morningstar Guide to Mutual Funds: 5-Star Strategies for Success, which was published in January 2003.

 
 
Nov 23, 2017
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About Russel Russ' Photo
Russel Kinnel,
Director of Manager Research and Editor, Morningstar FundInvestor
Russel Kinnel is director of manager research for Morningstar, Inc. and editor of Morningstar FundInvestor, a monthly print newsletter for individual investors.
Featured Posts
New Issue of FundInvestor Is Available (PDF)
The new issue of FundInvestor is out in PDF form. You can download it here. Here's what's in the November issue:

How to Build a Fund Screen. I take a tour of various fund screeners and share ideas for how to get the most out of each one.

Looking Into the Performance of the Star Rating. Jeff Ptak takes a thorough look at how the Morningstar Rating performs so that you can use it wisely.

Contrarian: Don't Give Up on These Funds. Greg Carlson looks at some gems that are being unloaded by fund investors.

Red Flags: Betting the Ranch on Tech. Kevin McDevitt warns that some funds have big bets on technology stocks.

Manager Changes: I highlight key changes at Artisan and Fidelity funds.

Portfolio Matters: Christine Benz gets you ready for 2018 with rule changes on 401(k)s, IRAs, and Social Security that take effect next year.

Tracking Morningstar Analyst Ratings: Linda Abu Mushrefova highlights some of our favorite mid-cap funds.

Income Strategist: Karin Anderson explains why bond index funds are laden with interest-rate risk.

Morningstar 500 Changes: New Funds from T. Rowe Price and Loomis Sayles. Plus, we upgraded two Baron funds.

 

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